Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WCHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS C) | NA | 4.18% | 4.14% | 4.56% | 7.12% | 6.70% | NA | … | … |
Data as of 02/23/2018, Common starting date is 10/13/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WCHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS C) | 10/13/1999 | 02/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 4.18 | 4.14 | 4.56 | 7.12 | 6.70 | NA | … | … | 0.07 | 6.40 | 15.39 | -7.19 | 1.66 | 9.96 | 18.11 | 4.06 | 12.90 | 38.86 | -21.39 | 2.31 | 7.46 | 1.11 | 7.62 | 15.74 | -0.28 | 5.85 | -7.46 | 2.39 |
| Sharpe Ratio | NA | 1.21 | 0.96 | 1.20 | 1.52 | NA | NA | … | … | -0.15 | 2.19 | 3.25 | -1.74 | 0.54 | 3.45 | 5.53 | 0.75 | 3.39 | 7.72 | -2.91 | -0.25 | 2.52 | -0.46 | 2.96 | 6.25 | -0.45 | 0.89 | -3.48 | 3.92 |
| Standard Deviation(%) | NA | 2.85 | 3.97 | 3.63 | 4.56 | NA | NA | … | … | 3.61 | 2.65 | 4.65 | 4.15 | 3.07 | 2.88 | 3.29 | 5.40 | 3.78 | 5.02 | 7.64 | 2.90 | 1.66 | 2.28 | 2.25 | 2.41 | 3.08 | 4.01 | 3.31 | 2.02 |
| Draw Down(%) | NA | 1.91 | 15.10 | 15.10 | 26.86 | NA | NA | … | … | 1.91 | 1.77 | 5.38 | 11.30 | 5.34 | 3.72 | 2.33 | 9.17 | 4.50 | 5.33 | 26.86 | 5.17 | 2.11 | 5.43 | 3.59 | 2.92 | 7.47 | 5.45 | 9.71 | 0.34 |
| Yield(%) | 0.00 | 5.86 | 5.79 | 6.65 | 7.16 | 6.84 | 5.14 | … | … | 0.37 | 5.98 | 6.67 | 6.46 | 8.06 | 9.00 | 7.51 | 7.11 | 6.75 | 8.25 | 6.25 | 6.38 | 6.23 | 5.85 | 6.00 | 6.47 | 6.25 | 7.58 | 7.47 | 2.13 |
Data as of 02/23/2018, Common starting date is 10/13/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS C) |
-5.79%
Nov 2005 – Nov 2008 |
-1.70%
Nov 2003 – Nov 2008 |
3.87%
Nov 1999 – Nov 2009 |
5.12%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WCHIX (WADDELL & REED ADVISORS HIGH INCOME FUND CLASS C) |
18.50%
Nov 2008 – Nov 2011 |
17.03%
Nov 2008 – Nov 2013 |
7.83%
Jan 2003 – Jan 2013 |
7.00%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart